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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-01 |
Branch Locations
1 Northfield Plaza Suite 521, Northfield, IL 60093 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 06/2022 | 04/2025 |
| Afin Family Wealth Management | Oakbrook | IL | 06/2022 | Present |
| Chicago Cubs | Chicago | IL | 05/2018 | 09/2022 |
| Elmwood Park High School | Elmwood Park | IL | 08/2014 | 05/2018 |
| Illinois State University | Normal | IL | 08/2018 | 05/2022 |
| Cetera Investment Advisers Llc | Oakbrook | IL | 07/2023 | 04/2025 |
| Belpointe Asset Management Llc | Reno | NV | 04/2025 | Present |
1) Collaborative Funds Advisors, Investment Related, RIA, 500 Damonte Ranch Parkway Building 700, Unit 700 Reno, NV 59521, Start 04/2026, Analyzing stocks, bonds, options and assisting in execution of trades under fund manager for PL Growth and Income ETF (Ticker PLGI), Analyst, 20 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
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